Darwin Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Darwin Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.05K	Buy	57 +39	+217%	+$4.19K	﹤0.01%	403
2025 Q4	$1.93K	Hold	18	–	–	﹤0.01%	528
2025 Q3	$1.92K	Hold	18	–	–	﹤0.01%	505
2025 Q2	$1.88K	Hold	18	–	–	﹤0.01%	493
2025 Q1	$1.92K	Hold	18	–	–	﹤0.01%	518
2024 Q4	$1.92K	Hold	18	–	–	﹤0.01%	518
2024 Q3	$1.96K	Buy	+18	New	+$1.94K	﹤0.01%	528
2020 Q4	–	Sell	-2,653	Closed	-$307K	–	172
2020 Q3	$307K	Buy	2,653 +13	+0.5%	+$1.51K	0.07%	127
2020 Q2	$304K	Sell	2,640 -252	-9%	-$28.6K	0.08%	125
2020 Q1	$326K	Buy	+2,892	New	+$330K	0.1%	103

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Darwin Wealth Management's MUB Position: Q1 2026 in Review

Darwin Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 217% in Q1 2026, buying an estimated $4.19K and bringing the position to 57 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Darwin Wealth Management first reported a position in MUB in Q1 2020 and has held it in 10 quarters since. The position peaked at $326K in Q1 2020. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Darwin Wealth Management held 57 shares of iShares National Muni Bond ETF worth $6.05K as of Q1 2026.
Darwin Wealth Management bought 39 iShares National Muni Bond ETF shares in Q1 2026, an estimated $4.19K.
iShares National Muni Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #403 holding.
Darwin Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 10 quarters since.
Darwin Wealth Management's iShares National Muni Bond ETF position peaked at $326K in Q1 2020.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.